Global Equity Views 2Q 2019

JP Morgan
By April 15, 2019 11:02

Global Equity Views 2Q 2019

Themes and implications from the Global Equity Investors Quarterly

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around the world amid sluggish growth in the major developed economies and concern over the outlook in China. The message from bond markets is to expect more of the same, with the U.S. yield curve temporarily inverting recently and the troubling sight of negative yields on government debt once again spreading across Northern Europe and Japan. Given that the U.S. economic expansion is already the second longest in history, investors are understandably anxious about the outlook for growth and profits over the next couple of years. 

JP Morgan
By April 15, 2019 11:02

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